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Morgan Stanley
MS

Overview Fund Activity

647 hedge funds and large institutions have $37.5B invested in Morgan Stanley in 2013 Q2 according to their latest regulatory filings, with 647 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
647
Holders Change
+647
Holders Change %
–
% of All Funds
21.12%
Holding in Top 10
33
Holding in Top 10 Change
+33
Holding in Top 10 Change %
%
% of All Funds
1.08%
New
647
Increased
–
Reduced
–
Closed
–
Calls
$784M
Puts
$1.51B
Net Calls
-$723M
Net Calls Change
-$723M

Top Buyers

1
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$10.6B
2
State Street
2
State Street
Massachusetts
$3.43B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.52B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.27B
5
Franklin Resources
5
Franklin Resources
California
$1.23B

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
576
B. Riley Wealth Advisors
Florida
$148K 6,078 +6,078 New
MCM
577
Manchester Capital Management
Vermont
$140K 5,733 +5,733 New
FLC
578
Francis L. Coolidge
$130K 5,308 +5,308 New
CAL
579
Capital Analysts LLC
Pennsylvania
$126K 5,169 +5,169 New
Toronto Dominion Bank
580
Toronto Dominion Bank
Ontario, Canada
$113K 4,600 +4,600 New
PMAM
581
Picton Mahoney Asset Management
Ontario, Canada
$112K 4,600 +4,600 New
HCM
582
Horrell Capital Management
Arkansas
$108K 2,046 +2,046 New
HPBT
583
High Point Bank & Trust
North Carolina
$106K 4,325 +4,325 New
SHWM
584
Smith & Howard Wealth Management
Georgia
$104K 4,250 +4,250 New
FHC
585
First Horizon Corporation
Tennessee
$104K 4,262 +4,262 New
SF
586
Synovus Financial
Georgia
$94K 3,795 +3,795 New
CFS
587
Community Financial System
New York
$92K 3,780 +3,780 New
RIA
588
Regal Investment Advisors
Michigan
$88K 3,618 +3,618 New
JFGIW
589
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78K 3,197 +3,197 New
1IC
590
1919 Investment Counsel
Maryland
$71K 2,888 +2,888 New
EWM
591
Edge Wealth Management
New York
$65K 2,655 +2,655 New
FHB
592
First Hawaiian Bank
Hawaii
$56K 2,299 +2,299 New
Envestnet Asset Management
593
Envestnet Asset Management
Illinois
$52K 2,137 +2,137 New
CRCP
594
Copper Rock Capital Partners
Massachusetts
$49K 2,000 +2,000 New
AFIA
595
America First Investment Advisors
Nebraska
$49K 2,000 +2,000 New
FNBSF
596
First National Bank Sioux Falls
South Dakota
$46K 1,870 +1,870 New
HR
597
Howe & Rusling
New York
$46K 1,902 +1,902 New
Thrivent Financial for Lutherans
598
Thrivent Financial for Lutherans
Minnesota
$44.3K 1,815,270 +1,815,270 New
EWM
599
Evercore Wealth Management
New York
$43K 1,777 +1,777 New
WOC
600
West Oak Capital
California
$38.1K 1,560 +1,560 New
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